Human Investing’s Novartis NVS Stock Holding History

Human Investing’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-262	Closed	-$25.5K	–	194
2024 Q4	$25.5K	Buy	+262	New	+$27.9K	﹤0.01%	173
2021 Q2	–	Sell	-61	Closed	-$5K	–	230
2021 Q1	$5K	Hold	61	–	–	﹤0.01%	257
2020 Q4	$6K	Hold	61	–	–	﹤0.01%	245
2020 Q3	$5K	Hold	61	–	–	﹤0.01%	249
2020 Q2	$5K	Buy	+61	New	+$5.27K	﹤0.01%	252
2019 Q3	–	Sell	-432	Closed	-$39K	–	366
2019 Q2	$39K	Buy	+432	New	+$36.6K	0.01%	219

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Human Investing's NVS Position: Q1 2025 in Review

Human Investing sold out of Novartis (NVS) in Q1 2025, closing a stake of 262 shares — an estimated $25.5K sold.

Human Investing first reported a position in NVS in Q2 2019 and held it in 6 quarters. The position peaked at $39K in Q2 2019. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Human Investing reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
Human Investing sold 262 Novartis shares in Q1 2025, an estimated $25.5K.
Human Investing first reported a position in Novartis in Q2 2019 and held it in 6 quarters.
Human Investing's Novartis position peaked at $39K in Q2 2019.
1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.